← Back to Help Center

📊 Data Sources & API Integration

TradePro Portfolio Manager integrates with multiple premium financial data providers to deliver comprehensive stock analysis. Here's a complete overview of all data sources and their usage.

🚀 Primary Market Data APIs

🔥 Financial Modeling Prep (FMP) PRIMARY

URL: financialmodelingprep.com

Rate Limits:
• Free: 250 calls/day
• Starter: 300 calls/minute, 10,000 calls/day
• Professional: 600 calls/minute, 100,000 calls/day
• Enterprise: 1000+ calls/minute, unlimited
Primary Use Cases:
• Real-time stock quotes & profiles
• Historical price data (up to 5 years)
• Comprehensive fundamental analysis
• Financial statements (Income, Balance, Cash Flow)
• Key metrics & ratios
• Batch processing for multiple stocks
API Endpoints Used:
• /v3/quote/{symbol} - Real-time quotes
• /v3/profile/{symbol} - Company profiles
• /v3/historical-price-full/{symbol} - Price history
• /v3/key-metrics/{symbol} - Financial metrics
• /v3/ratios/{symbol} - Financial ratios
• /v3/income-statement/{symbol} - Income statements
• /v3/balance-sheet-statement/{symbol} - Balance sheets
• /v3/cash-flow-statement/{symbol} - Cash flow statements

📈 Twelve Data SECONDARY

URL: twelvedata.com

Rate Limits:
• Free: 8 calls/minute, 800 calls/day
• Basic: 30 calls/minute, 5,000 calls/day
• Pro: 100 calls/minute, 55,000 calls/day
• Enterprise: Custom limits
Use Cases:
• Fallback data source
• International markets coverage
• Technical indicators
• Market statistics
• Cross-validation of FMP data
API Endpoints Used:
• /quote - Basic quote data
• /time_series - Historical data
• /statistics - Market statistics
• /profile - Company information

📊 Alpha Vantage LEGACY

URL: alphavantage.co

Rate Limits:
• Free: 5 calls/minute, 500 calls/day
• Premium: Custom higher limits
Legacy Support:
• Legacy fundamental analysis
• Backup data source
• Specific technical indicators
• Economic data supplements
Status: Configured but primarily for legacy support.
Most functionality has migrated to FMP for better performance.

🔍 External Data & Screening Tools

🎯 Finviz Screeners EXTERNAL

URL: finviz.com

Smart Discovery Dashboard:
• CAN SLIM Strategy Screens
• Accumulation Phase Detection
• Breakout Pattern Identification
• Pre-configured screening URLs
Smart Exit Signals:
• Early Warning System
• Distribution Detection
• Emergency Exit Patterns
• Institutional Activity Monitoring
Integration Method:
Direct URL links to pre-configured screeners.
No API calls - opens external browser tabs.

⚙️ Data Usage & Configuration

🔧 API Selection Logic

Primary Path (Default):
1. FMP for all stock analysis
2. Real-time quotes & fundamentals
3. Batch processing optimized
4. Advanced features enabled
Fallback Path:
1. Twelve Data if FMP unavailable
2. Reduced feature set
3. Lower rate limits applied
4. Basic analysis only

📊 Data Flow Architecture

  • User Request → API Route Selection
  • Rate Limit Check → Adaptive Timing
  • Data Fetch → Cache Management
  • Processing → AI Scoring Engine
  • Analysis → User Interface Display
  • Error Handling → Fallback Sources

🧠 Smart Cache System

Cache Strategies:
• Always Fresh: New API call every time
• Smart Cache: 30-day intelligent caching
• Cache Only: Use stored data exclusively
Benefits:
• Reduced API usage costs
• Faster analysis for repeated stocks
• Offline functionality support
• Bandwidth optimization

💰 Cost Optimization & Best Practices

📈 Recommended API Plans

For Light Users (≤10 stocks/day):
• FMP Free (250 calls/day)
• Twelve Data Free (backup)
• Smart Cache enabled
For Active Traders (≤100 stocks/day):
• FMP Starter ($14/month)
• 300 calls/minute capability
• Batch processing optimized
For Professional Use (unlimited):
• FMP Professional ($50/month)
• 600 calls/minute
• Real-time institutional data

⚡ Performance Optimization

  • Adaptive rate limiting based on your plan
  • Dynamic buffer adjustment (0.5s-8s)
  • Intelligent caching strategies
  • Batch processing for multiple stocks
  • Error recovery & retry logic
  • Real-time performance monitoring

🔑 API Key Management

🛡️ Security & Storage

Local Storage:
• API keys stored in browser localStorage
• No server-side transmission
• Encrypted communication to APIs
• User controls all credentials

⚙️ Configuration Locations

  • Main Settings Tab → API Configuration
  • Analysis Tab → Inline API status
  • Batch Processing → Rate limit settings
  • Help Center → Setup instructions
← Back to Help Center